Ticker: IMCG CUSIP: 464288307 Class: MRGSTR MD CP GRW
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Lloyd Advisory Services, LLC. | 19,184 | $1,532 |
| SRS Capital Advisors, Inc. | 273,141 | $21,808 |
| SUMMIT WEALTH GROUP LLC / CO | 32,016 | $2,556 |
| Cape Investment Advisory, Inc. | 10,700 | $854 |
| Leo Wealth, LLC | 36,361 | $2,863 |
| Eagle Bay Advisors LLC | 2,400 | $192 |
| Rede Wealth, LLC | 3,786 | $302 |
| ROMAN BUTLER FULLERTON & CO | 3,330 | $278 |
| Carrera Capital Advisors | 4,936 | $394 |
| Vise Technologies, Inc. | 12,749 | $1,018 |
| Meeder Advisory Services, Inc. | 6,079 | $485 |
| Basepoint Wealth LLC | 589 | $47 |
| Clark Asset Management, LLC | 2,625 | $210 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,659 | $292 |
| Tower Research Capital LLC (TRC) | 8,676 | $693 |
| GTS SECURITIES LLC | 6,125 | $489 |
| Brooklyn Investment Group | 3,369 | $273 |
| Kovack Advisors, Inc. | 3,541 | $283 |
| COMPASS CAPITAL MANAGEMENT, INC | 3,840 | $307 |
| World Investment Advisors | 8,934 | $713 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 136,206 | 200,442 | +64,236 (+47.2%) |
| CAPITAL WEALTH MANAGEMENT, LLC | 177,067 | 198,645 | +21,578 (+12.2%) |
| PTM WEALTH MANAGEMENT, LLC | 122,963 | 127,607 | +4,644 (+3.8%) |
| OxenFree Capital LLC | 86,736 | 91,838 | +5,102 (+5.9%) |
| Horizon Family Wealth, Inc. | 3,852 | 27,403 | +23,551 (+611.4%) |
| VICTORY FINANCIAL GROUP, LLC | 412,461 | 421,283 | +8,822 (+2.1%) |
| Allegheny Financial Group LTD | 149,820 | 161,775 | +11,955 (+8.0%) |
| PFS Partners, LLC | 97,169 | 98,237 | +1,068 (+1.1%) |
| IAG Wealth Partners, LLC | 210,662 | 223,763 | +13,101 (+6.2%) |
| Kellett Wealth Advisors, LLC | 52,947 | 53,986 | +1,039 (+2.0%) |
| DENVER WEALTH MANAGEMENT, INC. | 47,691 | 53,081 | +5,390 (+11.3%) |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 19,754 | 32,116 | +12,362 (+62.6%) |
| Eagle Strategies LLC | 138,581 | 150,387 | +11,806 (+8.5%) |
| Wood Tarver Financial Group, LLC | 96,656 | 100,267 | +3,611 (+3.7%) |
| Rodgers & Associates, LTD | 226,225 | 231,448 | +5,223 (+2.3%) |
| Mount Yale Investment Advisors, LLC | 72,227 | 127,572 | +55,345 (+76.6%) |
| Scott Capital Advisors, LLC | 110,139 | 111,594 | +1,455 (+1.3%) |
| Cerro Pacific Wealth Advisors LLC | 41,426 | 47,023 | +5,597 (+13.5%) |
| Bedel Financial Consulting, Inc. | 155,160 | 159,323 | +4,163 (+2.7%) |
| Prospect Financial Services LLC | 36,767 | 37,633 | +866 (+2.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Employees' Retirement Fund of the City of Fort Worth | 112,400 | 55,500 | -56,900 (-50.6%) |
| Tandem Financial, LLC | 94,217 | 65,401 | -28,816 (-30.6%) |
| Cornerstone Planning Group LLC | 361,000 | 352,307 | -8,693 (-2.4%) |
| STEINBERGANNA WEALTH MANAGEMENT | 57,976 | 55,952 | -2,024 (-3.5%) |
| American Trust | 111,093 | 62,488 | -48,605 (-43.8%) |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 3,117,331 | 3,080,936 | -36,395 (-1.2%) |
| Marmo Financial Group, LLC | 41,439 | 39,533 | -1,906 (-4.6%) |
| Integrated Investment Consultants, LLC | 127,487 | 124,994 | -2,493 (-2.0%) |
| Avior Wealth Management, LLC | 635,258 | 625,720 | -9,538 (-1.5%) |
| Stanich Group LLC | 18,700 | 17,772 | -928 (-5.0%) |
| Bonfire Financial | 20,782 | 20,255 | -527 (-2.5%) |
| PFG Advisors | 38,460 | 9,948 | -28,512 (-74.1%) |
| Buck Wealth Strategies, LLC | 18,601 | 9,286 | -9,315 (-50.1%) |
| Capital Square, LLC | 30,084 | 29,652 | -432 (-1.4%) |
| Mayfair Advisory Group, LLC | 9,537 | 7,517 | -2,020 (-21.2%) |
| Black Diamond Financial, LLC | 50,769 | 47,435 | -3,334 (-6.6%) |
| Arete Wealth Advisors, LLC | 23,904 | 5,530 | -18,374 (-76.9%) |
| Davis Investment Partners, LLC | 6,300 | 4,800 | -1,500 (-23.8%) |
| Courage Miller Partners, LLC | 23,115 | 22,245 | -870 (-3.8%) |
| Summit Asset Management, LLC | 58,775 | 57,796 | -979 (-1.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Fortitude Financial, LLC | 169,478 | $14,075 |
| Elevation Capital Advisory, LLC | 93,437 | $7,730 |
| Bouvel Investment Partners, LLC | 30,668 | $2,537 |
| IBEX WEALTH ADVISORS | 11,959 | $989 |
| Integrated Capital Management, LLC | 2,394 | $200 |
| Snider Financial Group | 2,871 | $238 |
| Strategic Financial Concepts, LLC | 3,227 | $267 |
| Lansing Street Advisors | 2,466 | $204 |
| Breakwater Capital Group | 2,500 | $207 |
| Windsor Advisory Group, LLC | 370 | $31 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,843 | $235 |
| CHILTON CAPITAL MANAGEMENT LLC | 3,708 | $307 |
| Atria Investments, Inc | 8,039 | $665 |
| Summit Financial, LLC | 5,092 | $421 |
| Main Street Group, LTD | 242 | $20 |
| Ameritas Advisory Services, LLC | 705 | $58 |
| EP Wealth Advisors, LLC | 1,784 | $143 |
| North Capital, Inc. | 57 | $5 |
| FRANKLIN RESOURCES INC | 627 | $52 |